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Automation Actions & Triggers
Automation Actions & Triggers

Choose the right actions & triggers for your automation flows.

Updated this week

What Are Automation Triggers?

Triggers are the backbone of automation in Taskade. They are predefined conditions that, when met, initiate a series of automated actions within. Essentially, they're the "if" part of an "if this, then that" equation, monitoring for specific events or changes.

💡 Note: New to automations? Check the Getting Started guide first.

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Available Triggers

Here are the triggers you can use in your workflows:

💡 Note: All Triggers which are not "Instant" trigger at 15-minute intervals.


Taskade Triggers

⚡️ Trigger

🔤 Description

Triggers actions through requests received from external services.

Enables AI Agents to optionally run actions during a conversation.

Triggers when a form is used.

Task Completed

Activates when a task is marked as completed.

Task Assigned

Triggers when a task is assigned to you or a team member inside a project.

Task Due

Triggers when a task with a due date is due.

New Comment

Triggers when a new comment is made on tasks.

New Due Date

Triggers when a new due date is added to a task.

Triggers when a custom field is updated.

Triggers when the public agent conversation comes to an end.

Schedule

Schedules the automation to run every hour, day, week, or month.


⚡️ Trigger

🔤 Description

Event Scheduled

Triggers when a new event is scheduled in Calendly.

Event Canceled

Triggers when a scheduled event is canceled.


⚡️ Trigger

🔤 Description

New Message

Triggers when a new message is submitted.

New Channel

Triggers when a new channel is created.

New Mention

Triggers when the Taskade Bot name is mentioned.

New Reaction

Triggers when a new reaction is added to a message.


⚡️ Trigger

🔤 Description

New Submission

Activates upon receiving a new form submission in Typeform.


⚡️ Trigger

🔤 Description

New Email

Kicks off actions when a new email arrives in Gmail.


⚡️ Trigger

🔤 Description

New Row

Triggers when a new row is added to Google Sheets.


⚡️ Trigger

🔤 Description

New Response

Initiates a process with a new response in Google Forms.


⚡️ Trigger

🔤 Description

New Folder

Triggers when a new folder is created in a Google Drive.

New File

Triggers when a new file is added to a Google Drive.


⚡️ Trigger

🔤 Description

New Form Submission

Initiates an action with a new form submission in Webflow.


⚡️ Trigger

🔤 Description

New Deal

Triggers when a new HubSpot CRM deal is found.

New Contact

Triggers when a new HubSpot CRM contact is found.

Deal Stage Reached

Triggers when a HubSpot CRM deal enters a selected stage.


⚡️ Trigger

🔤 Description

New Video

Triggers when a new video is added to a YouTube channel.


⚡️ Trigger

🔤 Description

New Item Added

Triggers when a new item is added to an RSS feed.


⚡️ Trigger

🔤 Description

New Item Added

Triggers when a new message is sent to a Discord channel.


⚡️ Trigger

🔤 Description

New or Updated Event

Triggers when an event in a Google Calendar is created or updated.


What Are Actions?

While triggers are the starting point in Taskade's automation, actions are the steps that follow. They are the "then" in the "if this, then that" automation sequence. When a trigger's conditions are met, actions are executed to perform tasks automatically.


Available Actions

Here are the actions you can use in your workflows.


Taskade Actions

⚙️ Action

🔤 Description

Create Project

Sets up a new project in your workspace/folder.

Adds a new task to an existing project.

Uses a pre-defined or custom template.

Move Task

Moves a task to a different space.

Assign Task

Assigns a task to someone.

Uses AI to answer questions.

Uses AI to generate content or responses.

Automatically provides AI-generated responses.

Uses a custom AI agent to respond to a query.

Uses a custom AI agent command.

Transcribes knowledge and adds it as knowledge to an agent.

Structures the output of agent replies.

Extract the contents of a web page.

Convert a source file into text.

Turn a YouTube video into text.

Adds an URL to the media tab.

Makes an API request to an endpoint.

Iterates data tasks.

Performs actions only when the data meets a certain condition.

Creates different paths within your workflow, depending on certain conditions.

Updates custom fields within projects.

Search Web

Searches the web for information to add to a project or for the AI to analyze.

Find Task(s)

Searches for tasks within projects.

This action is compatible with loops.


⚙️ Action

🔤 Description

Send Channel Message

Posts a message to a selected channel.

Send Direct Message

Sends a personal message to a user.


⚙️ Action

🔤 Description

Send email

Sends an email through Gmail to a specified recipient.


⚙️ Action

🔤 Description

Trash file

Moves a file to the trash in your drive.

Duplicate file

Duplicates a file from Google Drive. Returns the ID of the new file.

Create new folder

Creates a folder in your Google Drive.

Create new file

Creates a new text file from input text.

Search

Searches a Google Drive folder.


⚙️ Action

🔤 Description

Insert Row

Adds a new row to a Google Sheets document.

Delete Row

Deletes a row in a Google Sheets document.

Update Row

Updates a row in a Google Sheets document.

Get Row

Retrieves a row in a Google Sheets document.

Find Row(s)

Retrieves specific rows from a Google Sheet based on defined criteria.

This action can be used with loops.


⚙️ Action

🔤 Description

Create Document

Creates a document on Google Docs.

Append Text

Appends text to a Google doc.

Find Document

Searches for a Google doc by name.


⚙️ Action

🔤 Description

Delete event

Deletes an event from Google Calendar.

Create Quick Even

Creates and even with a start time when the action is run, with a duration of 1 hour and a notification 10 minutes before.

Create Event

Creates a new Google Calendar event.


⚙️ Action

🔤 Description

Add contact

Creates a new contact in Mailchimp.


⚙️ Action

🔤 Description

Create post

Publishes a new post on WordPress.


⚙️ Action

🔤 Description

Send SMS

Sends out a text message via Twilio.


⚙️ Action

🔤 Description

Create New Contact

Creates a new contact in HubSpot CRM.

Create New Deal

Creates a new deal in HubSpot CRM.


⚙️ Action

🔤 Description

Create Reply

Creates a reply to a post on X/Twitter.

Create Post

Creates a new post on X/Twitter.


⚙️ Action

🔤 Description

Create Share Update

Publishes a post to your LinkedIn profile.

Create Company Update

Publishes a post to your business/company LinkedIn page.


⚙️ Action

🔤 Description

Create Channel

Creates a new channel.

Send Channel Message

Sends a message to a channel.

Send Chat Message

Sends a message in an existing chat.


⚙️ Action

🔤 Description

Send Message

Sends a message to a discord channel.


⚙️ Action

🔤 Description

Create Page Post

Posts updates, announcements, or any content directly to your Facebook Page

Create Photo Post

Shares photo content on your Facebook Page to capture attention and boost interaction with your followers.


⚙️ Action

🔤 Description

(Action) Send Message

Sends a text message to a specified contact or group on WhatsApp.

(Action) Send Template Message

Sends a pre-designed template message for consistent communication.


😊 Helpful Links

🤖 Taskade AI Essentials


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